FineMark National Bank & Trust’s Federal Realty Investment Trust FRT Stock Holding History

FineMark National Bank & Trust’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,410	Closed	-$320K	–	397
2017 Q4	$320K	Hold	2,410	–	–	0.02%	284
2017 Q3	$299K	Hold	2,410	–	–	0.02%	297
2017 Q2	$305K	Hold	2,410	–	–	0.02%	284
2017 Q1	$322K	Buy	+2,410	New	+$333K	0.02%	277

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FineMark National Bank & Trust's FRT Position: Q1 2018 in Review

FineMark National Bank & Trust sold out of Federal Realty Investment Trust (FRT) in Q1 2018, closing a stake of 2,410 shares — an estimated $320K sold.

FineMark National Bank & Trust first reported a position in FRT in Q1 2017 and held it in 4 quarters. The position peaked at $322K in Q1 2017. 388 funds tracked by Wall St. Rank hold FRT as of Q1 2018.

FineMark National Bank & Trust reported no remaining Federal Realty Investment Trust position as of Q1 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 2,410 Federal Realty Investment Trust shares in Q1 2018, an estimated $320K.
FineMark National Bank & Trust first reported a position in Federal Realty Investment Trust in Q1 2017 and held it in 4 quarters.
FineMark National Bank & Trust's Federal Realty Investment Trust position peaked at $322K in Q1 2017.
388 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2018.

Based on FineMark National Bank & Trust's 13F filing for Q1 2018, filed 26 Apr 2018.